MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.21K ﹤0.01%
78
177
$8.16K ﹤0.01%
27
178
$8.05K ﹤0.01%
1,601
+101
179
$7.85K ﹤0.01%
+82
180
$7.77K ﹤0.01%
+23
181
$7.7K ﹤0.01%
+187
182
$7.28K ﹤0.01%
14
183
$7.15K ﹤0.01%
15
+10
184
$6.97K ﹤0.01%
+84
185
$6.93K ﹤0.01%
+147
186
$6.92K ﹤0.01%
+56
187
$6.59K ﹤0.01%
49
188
$6.46K ﹤0.01%
+36
189
$6.28K ﹤0.01%
+127
190
$6.19K ﹤0.01%
50
191
$6.01K ﹤0.01%
64
192
$5.76K ﹤0.01%
+50
193
$5.76K ﹤0.01%
+60
194
$5.71K ﹤0.01%
+125
195
$5.7K ﹤0.01%
120
196
$5.49K ﹤0.01%
+51
197
$5.31K ﹤0.01%
50
198
$5.18K ﹤0.01%
27
199
$5.15K ﹤0.01%
+100
200
$4.88K ﹤0.01%
+123
6 7
8
9 10